+2,832.6%
GE vs SYY
+4,272.5%
-1,439.9%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.6% | -3.1% |
| 7D | +5.1% | +1.3% | +3.8% | +4.6% |
| 30D | +7.6% | -3.5% | +11.1% | +8.8% |
| 3M | -9.3% | -9.3% | 0.0% | -5.9% |
| 6M | +11.5% | +5.9% | +5.6% | +7.8% |
| YTD | +7.9% | +6.5% | +1.4% | +3.0% |
| 1Y | +7.6% | +4.0% | +3.6% | +3.8% |
| 3Y | +265.9% | +23.0% | +242.9% | +221.2% |
| 5Y | +405.9% | +14.3% | +391.6% | +356.2% |
| 10Y | +149.6% | +85.8% | +63.8% | +73.1% |
| All | +2,832.6% | +4,272.5% | -1,439.9% | +518.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SYY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling